W Advisors LLC’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.5M | Sell |
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|
2025
Q1 | $8.14M | Buy |
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|
2024
Q4 | $7.63M | Buy |
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|
2024
Q3 | $7.09M | Buy |
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|
2024
Q2 | $6.58M | Sell |
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|
2024
Q1 | $6.39M | Sell |
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|
2023
Q4 | $6.03M | Buy |
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|
2023
Q3 | $5.15M | Buy |
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|
2023
Q2 | $4.96M | Sell |
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|
2023
Q1 | $4.58M | Sell |
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|
2022
Q4 | $4.53M | Buy |
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|
2022
Q3 | $3.25M | Sell |
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|
2022
Q2 | $6.86M | Buy |
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|
2022
Q1 | $6.75M | Sell |
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|
2021
Q4 | $7.24M | Buy |
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